{"id":581,"date":"2017-03-29T16:21:19","date_gmt":"2017-03-29T16:21:19","guid":{"rendered":"http:\/\/138.68.1.151\/?page_id=581"},"modified":"2022-07-25T20:58:19","modified_gmt":"2022-07-25T20:58:19","slug":"meet-the-team","status":"publish","type":"page","link":"https:\/\/pacificinvestmentresearch.com\/about-pacific-investment-research\/meet-the-team\/","title":{"rendered":"Meet the Team"},"content":{"rendered":"

The Pacific Investment Research team brings decades of experience to helping people create secure financial futures.<\/p>\n

\"richard_schultz-pacific_investment_research\"<\/strong><\/h2>\n

Richard Schultz, CFP\u00ae<\/h3>\n

President and Chief Investment Officer<\/h4>\n

Richard has been providing investment advice and financial planning services to individuals and families for over 25 years.\u00a0 As Chief Investment Officer, he oversees research and investment processes of Pacific Investment Research.<\/p>\n

Prior to becoming an investment professional, Richard worked as a software engineer in the fields of aerospace and bio-medical instruments.\u00a0 While an engineer, he developed a deep interest and passion for investing.\u00a0 After obtaining his securities license in 1991, he started in his new profession by preparing financial plans and recommending mutual funds to individual investors.\u00a0 In 1995, Richard earned his CERTIFIED FINANCIAL PLANNER\u2122 certification and launched Schultz Financial Management, an independent fee-based investment advisory firm (the predecessor of Pacific Investment Research).<\/p>\n

Early in his career, Richard followed a common investing approach, creating diversified portfolios of mutual funds across a broad array of asset classes.\u00a0 Disappointed with portfolio declines during the 2000-2002 bear market, Richard decided to take a more active, hands-on approach to investment management going forward.\u00a0 He drew on his engineering background to develop quantitative methods that would systematically reduce risk during market declines.\u00a0 This proved to be a smart decision during the great recession of 2008-2009, where he was able to significantly limit client losses. Client investment portfolios recovered to pre-recession levels a full year ahead of the general market.<\/p>\n

To this day, Richard continues to develop and refine the firm’s money management capabilities and risk management techniques in order to enhance their clients’ investing experience.<\/p>\n

Richard\u2019s credentials include a Certified Financial Planner\u00ae designation as well as a FINRA Series 7 securities license.\u00a0 He is a member of the National Association of Personal Financial Advisors (NAPFA<\/a>) and the National Association of Active Investment Managers (NAAIM<\/a>).\u00a0 Richard is also rated as a 5-star advisor in the\u00a0Paladin Registry<\/a>, and an approved\u00a0MD Preferred Services<\/a>\u2122 provider to physicians.<\/p>\n

Richard is most satisfied when he delivers exceptional service and results for his clients.\u00a0 Richard lives with his wife and two daughters in North Tustin, CA. \u00a0\u00a0In his free time he enjoys hiking and golfing.<\/p>\n

\"Brian-K.-Winter-CPA-Pacific<\/h3>\n

Brian K. Winter, CPA<\/h3>\n

Brian provides tax planning advice and prepares tax returns for many clients of Pacific Investment Research.\u00a0 He has quickly made a name for himself as an enthusiastic advisor for countless clients of Winter Accountancy Company by following in his father Kevin\u2019s footsteps.\u00a0 His years of experience have lead to an interest and expertise in the area of small business advising, having assisted a variety of businesses such as healthcare professionals, small manufacturers and real estate professionals in shaping intelligent tax solutions to their unique needs.\u00a0 Brian is a Certified Public Account with a BS degree in Accounting from Chapman University.<\/p>\n

\"celicia_schultz-pacific_investment_research\"<\/strong><\/h2>\n

Cecilia Schultz<\/h3>\n

Customer Service Manager\/Administrator<\/h4>\n

Cecilia has been the customer service manager for Pacific Investment Research since 2007.\u00a0 Her passion is making sure our clients get what they need, when they need it.<\/p>\n

Cecilia has a MS degree in Biochemistry from\u00a0Cal State Fullerton<\/a>.\u00a0 Prior to her current position with Pacific Investment Research, she worked for 15 years at\u00a0Beckman Coulter<\/a>\u00a0in Brea, California, providing technical support to customers and field engineers.<\/p>\n","protected":false},"excerpt":{"rendered":"

The Pacific Investment Research team brings decades of experience to helping people create secure financial futures. Richard Schultz, CFP\u00ae President and Chief Investment Officer Richard has been providing investment advice and financial planning services to individuals and families for over 25 years.\u00a0 As Chief Investment Officer, he oversees research and investment processes of Pacific Investment Research. Prior to becoming an investment professional, Richard worked as a software engineer in the<\/p>\n","protected":false},"author":2,"featured_media":1005,"parent":341,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"acf":[],"yoast_head":"\nMeet the Team l Pacific Investment Research, Orange, CA<\/title>\n<meta name=\"description\" content=\"Pacific Investment Research is a full service investment management firm with offices in Orange and Cupertino, CA, specializing in retirement strategies.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pacificinvestmentresearch.com\/about-pacific-investment-research\/meet-the-team\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Meet the Team l 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